How to add an 'Approver' / change a staff members 'User Type' to the WhosOff system?

Only a `Super User` may add an `Approver` or change a staff members `User Type` on the WhosOff system.

Sign in to WhosOff and click on the `Admnistration` tab.

In the `Administration` interface, either;

  1. Click on the `Add Staff Member` to add a NEW approver
  2. Click `Manage Staff Members`
  3. Select the staff member from `Quick Staff Edit`.

Option 1. -  `Add Staff Member

  1. Enter all the details for the staff member
  2. Under the heading `Department / Approvers / Notifiers`
  3. Select the User Type drop-down box and choose `Approver` - click `Save Changes` and the staff member now has `Approver` status.

Option 2. -  `Manage Staff Members`

On the `Staff Administration` page, select `Edit` or click the staff members `Name` on the staff member you wish to upgrade.

  1. This link will take you to the `Staff Details` interface
  2. Under the heading `Department / Approvers / Notifiers`
  3. Select the `User Type` drop-down box and choose `Approver` - click `Save Changes` and the staff member now has `Approver` status.

Option 3. - Select `Staff Member` from the `Quick Staff Edit`

  1. After selecting the staff member, the `Staff Details` will be displayed
  2. Under the heading `Department / Approvers / Notifiers`
  3. Select the `User Type` drop-down box and choose `Approver` - click `Save Changes` and the staff member now has `Approver` status.

 



REFERENCE
W02569_N14355
CATEGORY
Premium
KEYWORDS
approver,add,new,insert,change

CREATED
23.FEB.2011
REVISED
18.JUL.2014


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